Opes Wealth Management LLC Has $270,000 Stock Holdings in FT Vest U.S. Equity Buffer ETF September (BATS:FSEP)

Opes Wealth Management LLC boosted its position in shares of FT Vest U.S. Equity Buffer ETF September (BATS:FSEP) by 19.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,711 shares of the company’s stock after purchasing an additional 1,108 shares during the period. Opes Wealth Management LLC owned 0.09% of FT Vest U.S. Equity Buffer ETF September worth $270,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Turtle Creek Wealth Advisors LLC acquired a new position in shares of FT Vest U.S. Equity Buffer ETF September during the 4th quarter worth $35,000. NBC Securities Inc. acquired a new position in FT Vest U.S. Equity Buffer ETF September in the 3rd quarter valued at $162,000. CoreCap Advisors LLC acquired a new position in FT Vest U.S. Equity Buffer ETF September in the 4th quarter valued at $203,000. Blue Bell Private Wealth Management LLC grew its stake in FT Vest U.S. Equity Buffer ETF September by 39.5% in the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 5,652 shares of the company’s stock valued at $210,000 after buying an additional 1,600 shares during the last quarter. Finally, Baker Tilly Wealth Management LLC acquired a new position in FT Vest U.S. Equity Buffer ETF September in the 4th quarter valued at $220,000.

FT Vest U.S. Equity Buffer ETF September Price Performance

BATS:FSEP traded down $0.05 during midday trading on Thursday, reaching $41.65. The stock had a trading volume of 23,703 shares. The business has a fifty day moving average price of $41.96 and a two-hundred day moving average price of $40.03. The firm has a market capitalization of $301.95 million, a PE ratio of 22.13 and a beta of 0.59.

FT Vest U.S. Equity Buffer ETF September Profile

The FT Cboe Vest U.S. Equity Buffer ETF – September (FSEP) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPY over a specific holdings period. The actively-managed fund holds options and collateral. FSEP was launched on Sep 18, 2020 and is managed by First Trust.